BEI
XBIL icon

Benjamin Edwards Inc’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Benjamin Edwards Inc’s Portfolio XBIL Stock Details XBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.19M Buy
63,710
+613
+1% +$30.7K 0.03% 423
2025
Q4 		$3.16M Sell
63,097
-1,906
-3% -$95.5K 0.04% 399
2025
Q3 		$3.26M Buy
65,003
+3,397
+6% +$170K 0.04% 393
2025
Q2 		$3.09M Buy
61,606
+3,491
+6% +$175K 0.04% 365
2025
Q1 		$2.92M Buy
58,115
+6,440
+12% +$323K 0.04% 343
2024
Q4 		$2.59M Sell
51,675
-3,044
-6% -$152K 0.04% 384
2024
Q3 		$2.75M Buy
+54,719
New +$2.74M 0.04% 371

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return